HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$44,972 | ||
| BRK.B | 118,484 | -497 | $42,259 |
| BRK.A | 5 | UNCH | $2,713 |
 APPLE INC |
160,055 | -467 | $30,815 |
| AAPL | 160,055 | -467 | $30,815 |
| ISHARES TR (DGRO) |
278,135 | +2,368 | $14,969 |
| DGRO | 278,135 | +2,368 | $14,969 |
| DIMENSIONAL ETF TRUST (DFAU) |
427,113 | +41,464 | $14,202 |
| DFAU | 427,113 | +41,464 | $14,202 |
| SPROTT PHYSICAL GOLD TR |
767,237 | -13,470 | $12,222 |
| PHYS | 767,237 | -13,470 | $12,222 |
| ALPHABET INC |
79,153 | -14,530 | $11,057 |
| GOOGL | 79,153 | -14,530 | $11,057 |
| ISHARES TR (DVY) |
90,134 | +1,935 | $10,566 |
| DVY | 90,134 | +1,935 | $10,566 |
| DIMENSIONAL ETF TRUST (DFAI) |
326,448 | +32,253 | $9,349 |
| DFAI | 326,448 | +32,253 | $9,349 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
124,505 | +1,361 | $8,028 |
| VGK | 124,505 | +1,361 | $8,028 |
| UNITEDHEALTH GROUP INC |
13,457 | -1,450 | $7,085 |
| UNH | 13,457 | -1,450 | $7,085 |
| DIMENSIONAL ETF TRUST (DFAC) |
236,329 | +14,720 | $6,908 |
| DFAC | 236,329 | +14,720 | $6,908 |
| MICROSOFT CORP |
15,906 | +133 | $5,982 |
| MSFT | 15,906 | +133 | $5,982 |
| DIMENSIONAL ETF TRUST (DFAT) |
90,781 | +10,695 | $4,751 |
| DFAT | 90,781 | +10,695 | $4,751 |
| ALPHABET INC |
31,741 | +1,612 | $4,473 |
| GOOG | 31,741 | +1,612 | $4,473 |
| AMERICAN CENTY ETF TR (AVEM) |
78,334 | +320 | $4,417 |
| AVEM | 78,334 | +320 | $4,417 |
| PACER FDS TR |
83,514 | -1,325 | $4,342 |
| COWZ | 83,514 | -1,325 | $4,342 |
| KAROOOOO LTD |
173,349 | UNCH | $4,212 |
| KARO | 173,349 | UNCH | $4,212 |
| VIRTUS EQUITY & CONV INCM FD |
199,851 | -3,614 | $4,179 |
| NIE | 199,851 | -3,614 | $4,179 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
100,009 | +1,223 | $4,110 |
| VWO | 100,009 | +1,223 | $4,110 |
| COSTCO WHSL CORP NEW |
5,727 | -538 | $3,780 |
| COST | 5,727 | -538 | $3,780 |
| AMERICAN CENTY ETF TR (AVDV) |
57,857 | +1,474 | $3,616 |
| AVDV | 57,857 | +1,474 | $3,616 |
| VANGUARD WHITEHALL FDS (VYMI) |
54,072 | +2,075 | $3,595 |
| VYMI | 54,072 | +2,075 | $3,595 |
| AMERICAN CENTY ETF TR (AVDE) |
58,016 | +1,271 | $3,506 |
| AVDE | 58,016 | +1,271 | $3,506 |
| JPMORGAN CHASE & CO |
18,062 | UNCH | $3,072 |
| JPM | 18,062 | UNCH | $3,072 |
| AMAZON COM INC |
20,041 | +2,057 | $3,045 |
| AMZN | 20,041 | +2,057 | $3,045 |
| MCDONALDS CORP |
9,344 | UNCH | $2,771 |
| MCD | 9,344 | UNCH | $2,771 |
| META PLATFORMS INC |
7,754 | -229 | $2,745 |
| META | 7,754 | -229 | $2,745 |
| WEYERHAEUSER CO MTN BE |
76,178 | +645 | $2,649 |
| WY | 76,178 | +645 | $2,649 |
| HONEYWELL INTL INC |
12,221 | -318 | $2,563 |
| HON | 12,221 | -318 | $2,563 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
49,865 | -6,198 | $2,505 |
| JPST | 49,865 | -6,198 | $2,505 |
| SPDR SER TR (SPAB) |
96,956 | +755 | $2,486 |
| SPAB | 96,956 | +755 | $2,486 |
| STARBUCKS CORP |
25,776 | -160 | $2,475 |
| SBUX | 25,776 | -160 | $2,475 |
| GLADSTONE LD CORP |
169,349 | -3,316 | $2,447 |
| LAND | 169,349 | -3,316 | $2,447 |
| SELECT SECTOR SPDR TR (XLP) |
33,173 | -123 | $2,390 |
| XLP | 33,173 | -123 | $2,390 |
| JOHNSON & JOHNSON |
14,085 | +82 | $2,208 |
| JNJ | 14,085 | +82 | $2,208 |
| AMERICAN CENTY ETF TR (AVUV) |
22,974 | -1,743 | $2,063 |
| AVUV | 22,974 | -1,743 | $2,063 |
| VISA INC |
7,791 | -168 | $2,028 |
| V | 7,791 | -168 | $2,028 |
| WELLS FARGO CO NEW |
40,404 | -7,447 | $1,989 |
| WFC | 40,404 | -7,447 | $1,989 |
| TARGET CORP |
12,616 | -97 | $1,818 |
| TGT | 12,616 | -97 | $1,818 |
| SLEEP NUMBER CORP |
117,397 | +60,280 | $1,741 |
| SNBR | 117,397 | +60,280 | $1,741 |
| CVS HEALTH CORP |
21,849 | +2,857 | $1,725 |
| CVS | 21,849 | +2,857 | $1,725 |
| PROCTER AND GAMBLE CO |
11,739 | -93 | $1,720 |
| PG | 11,739 | -93 | $1,720 |
| DISNEY WALT CO |
18,190 | +302 | $1,642 |
| DIS | 18,190 | +302 | $1,642 |
| TELLURIAN INC NEW |
$1,578 | ||
| TELL | 1,529,500 | +523,000 | $1,156 |
| Call | 20,000 | -482,000 | $422 |
| HOME DEPOT INC |
4,369 | -60 | $1,514 |
| HD | 4,369 | -60 | $1,514 |
| DIMENSIONAL ETF TRUST (DFAX) |
59,916 | -1,963 | $1,463 |
| DFAX | 59,916 | -1,963 | $1,463 |
| AMERICAN CENTY ETF TR (AVUS) |
17,200 | +272 | $1,403 |
| AVUS | 17,200 | +272 | $1,403 |
| DIMENSIONAL ETF TRUST (DFEV) |
55,312 | +20,352 | $1,394 |
| DFEV | 55,312 | +20,352 | $1,394 |
| ISHARES TR (IEUR) |
23,224 | +111 | $1,278 |
| IEUR | 23,224 | +111 | $1,278 |
| CBRE GBL REAL ESTATE INC FD |
208,028 | +12,896 | $1,130 |
| IGR | 208,028 | +12,896 | $1,130 |
See Full List: All Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $325,051 At 09/30/2023: $295,152 Schwarz Dygos Wheeler Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schwarz Dygos Wheeler Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |
